Advisory Committee September 4, 2019 Agenda Introduction Andrea - PowerPoint PPT Presentation

Business Intelligence Advisory Committee September 4, 2019

Agenda • Introduction – Andrea Pluckebaum • Survey Results Feedback from BIAC Breakout Groups – Kelsie Newberry • OIRAE restructure, mission, updated name, & next year’s goals – Cherise Hall • Data Governance – Sarah Bauer • Professional Development Subcommittee of BISPC Update – David Robledo • BI Consultant Overview & On/Off Boarding Resources – Zach Yater • BICC Director Update – Rita Clifford Common View – Deep Understanding – Better Decisions 2 purdue.edu/BICC

SURVEY RESULTS FEEDBACK FROM BIAC BREAKOUT GROUPS Results from the January 31 st Reporting Experience survey Kelsie Newberry

The feedback from the four breakout groups at the April 9 th BI Advisory Committee meeting were insightful and specific. The following are the opinions, ideas, and recommendations for Purdue’s reporting environment that resulted from those discussions.

Worksheet

What does “Ease of Use” mean to you? Answers  Quick return of results  Can be easily figured out  Easy to find the data and reports you need  Easy to know how to run a report  Able to find data, build accurate reports, and run for all people of various technical levels  Intuitive  Findability  Minimizing the amount of learning needed Recommendations  Clear labels – helpful explanatory text  Clear definitions, descriptions, and documentation  Links for helpful resources

What does “Flexibility” mean to you? Answers  Multiple prompts  Not overly formatted  Can obtain specific data  Multiple ways of achieving a goal  User has options for viewing/downloading Recommendations  More reports that have multiple options to run for different requirements  Provide options to view and compare data in different ways to fit different situations

Recommendations for the Cognos Environment How to improve the Cognos environment for CONSUMERS (running and finding reports)  Keyword search by report  Better explanation of report nuances  More reports having a “List of Student” option  Report trainings of the most used reports  Don’t go beyond threshold of having too many prompts – some is good, but be careful of having too many  Having better organized prompts  Better descriptions and instructions of how to run reports  Consistent prompts  Data training  Making report names more descriptive of what they provide  Descriptions for prompts  Putting an Excel pivot front on some reports

Recommendations for the Cognos Environment How to improve the Cognos environment for AUTHORS (building reports)  Having reports linked to Cookbook  Data and advanced trainings  Better participation from users in gatherings like the user group – ask questions & bring issues  Documentation of report version changes  More performance tips shown  Having more data in Boiler Insight  Open labs for authors to work together on building reports with subject matter experts  Simplified data sets

Formatting Cognos Report Output What can be done to help alleviate individuals from having to format their Cognos report output?  Ability for all reports to pull a list  Consistent (standard) formatting  Formatted as printer friendly

Ideas for how to assist individuals in… Understanding the tools better  More participation by users in the Cognos User Group  Provide short training videos (how-to)  Targeted trainings by area  More advanced trainings with the subject matter experts

Ideas for how to assist individuals in… Knowing where to find the data & understanding the data  Better groupings of reports  Ability to search easily for a specific field (documentation)  Knowledge of who the subject matter experts are to reach out to for assistance  Targeted trainings by area  Cognos mentoring  Have data training events with the data owners as the presenters  Documentation to better explain the data sources and metadata

Outcomes so far…  These recommendations where shared with the business and student reporting areas  Report optimization effort with IT and partners began and continues  BICC held and continues to hold additional Cognos tool training sessions  “How to Create a Cognos Schedule” video created  FI Standard Report training labs began in August – very high enrollment

BI ADVISORY COMMITTEE

NEW NAME! Institutional Data Analytics and Assessment ID IDA+A

RESTRUCTURE James Johnson (Director) Sarah Bauer Molly Amstutz Margaret Wu Ian Pytlarz Rajini Prabhu Ottlie Webb (Institutional Data (Assistant Director (Assistant Director (Lead Data (Lead Database Governance Program (Data Coordinator) Engineer) Analytics) Assessment) Scientist) Manager) Katherine Yngve Aylin Celtik Louis Scott Bardia Nikrahei (Intercultural Learning (Research Data Analyst) (Database Engineer) (Data Scientist) Specialist) Taylor Stayback Craig Zywicki Vacant (Information Systems (Assessment and Data (Data Scientist) Specialist) Analyst) Brittany Pierson Sue Wilder (Research and Data (Senior Educational Analyst) Assessment Specialist) Hao Zhu Sarah Roberts (Educational (Research Data Analyst) Assessment Specialist) Andy Zehner Nichole Ramirez (Assessment and Data (Research Data Analyst) Analyst) Christopher Maxwell (Max) (Senior Research Data Analyst)

MISSION & VISION MISSION: Institutional Data Analytics + Assessment office performs research, statistical and predictive analysis, and reporting for campus leaders and decision makers in support of evidence-based planning, evaluation, and assessment. We participate in ensuring well-defined, quality data are available. As part of the Provost Office, we directly support the academic enterprise as well as the campus at-large. VISION: The Institutional Data Analytics + Assessment office will work with partners to transform institutional data into a rich body of strategic intelligence that is accessible, well-defined and useful to decision-makers at all levels of the organization. The office will promote a culture of assessment, providing the basis for continuous improvement throughout the institution.

PROJECT IDEAS ALIGNING WITH PROVOST/UNIVERSITY PRIORITIES • Maximizing Student Potential • John Gates and Frank Dooley • Multiple participants from IDA+A • Project has multiple stages • Enrollment and Course Projections • Will collaborate with Registrar, EMAR, College Data Managers • Continue COACHE analysis with colleges and departments • Analyze SERU data for Graduates and Undergraduates • Analyze how Purdue compares in rankings to consider where we can make progress if appropriate • Academic Analytics/Digital Measures • Peer Benchmarking • Use AAUDE dataset for benchmarking • Establish the metrics Purdue wants to track against Peers • Boiler Connect • Core Curriculum and Assessment • Accreditation – Higher Learning Commission • Monthly Briefings • Will be collaborative including Leadership, EMAR, Graduate School, College Data Managers, or other data owners as appropriate • When possible, a college briefing or data set will supplement the monthly briefing

TACTICAL • Workzone Project Management • Data Governance • Work with other data leaders to finalize data cookbook • Align numbers in data digest and other resources so data is credible • Grad School Project • IDAP – Determine strategic vision for Greenplum and how it can be better utilized within IDA+A • Collaboration • EMAR • College data managers • Grad School • BICC • CFO • Training • Assist with University Data Training

NEXT STEPS • Communication of new name and mission to broader campus • Update website and services offered • Build partnerships

We are a data community We ALL do ‘data governance’ Data as an institutional asset Data governance as part of priority initiatives Data Cookbook Communication with the Data Community http://www.purdue.edu/oirae/DataGovernance.html

Data (Institutional) Quality – Data IQ Task Force Chair, Cherise Hall – IDA+A • Sarah Bauer – IDA+A • • Richard Frisbie - Education Steve Lipps – Enrollment Management • Kevin Maurer – Student Life • • Jamie Mohler – Graduate School David Robledo – Engineering • Kathy Thomason - Comptroller • • Stephanie Willis – Research Tonya Yoder – Financial Planning & Analysis •

Graduate Student Reporting Data Governance Project

Graduate Student Reporting Goals o Accurate, trusted graduate student data o Data well-defined and understood o Identify pain points, implement - SOLUTIONS Analysis of pain points Processes Data access Inter-related sources

Graduate Student Reporting Data Governance Roadmap – Projects in Process New grad student reporting fields o Time (and credits) in degree level o Degree and award category combined o Milestones o Thesis/non-thesis o Interdisciplinary o Online o Fellowships (Cognos 11 to support Fellowship office) o Improving loads from Grad School database into Banner o Comparison of Grad School Dashboards used for 5-year reviews o with Data Digest (improved) dashboards Education re: official v operational reporting o